Lifestyles Investment Strategies, Inc. (LIS Inc.) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. LIS Inc. uses a combination of low-cost exchange traded funds (ETFs), stocks, bonds, mutual funds, and money markets. Insurance products, including annuities, may also be used. Financial and estate planning advice are included in the monthly fee.
Fee Structure
LIS Inc. charges an annual management fee ranging from 0.80% to 1.5% of your account value, with many accounts charged at 1% per year. The fee is deducted from your account at the beginning of each month, based on the account balance at the end of the previous month. Initial consultations and ongoing advice are included in this monthly fee.